HB Wealth
Financial Services, Wealth Management
Alpharetta, GA
2475 Northwinds Parkway, Suite 100
Alpharetta, GA 30009 Directions
5.0 out of 5
110 verified ratings
110 Ratings, 109 Comments
The following reviews are from HB Wealth current clients. No compensation was provided for these reviews. The ratings and comments reflect each client's own views and opinions, and there are no known conflicts of interest. All ratings are included in the overall rating and all comments are published unless they meet one or more of our exclusion criteria. For more information, please visit our website.
Jun 27, 2026
Cindy Wilson
We are very comfortable with Cindy and her team. They are able to explain things clearly and always respond promptly.
James A.
Jun 19, 2026
May 11, 2026
Cindy continues to demonstrate her sincere motivation toward meeting our financial goals. We greatly respect the fact that she tells us what we need to know and not just what we want to hear. Cindy's responsiveness, financial acumen and attention to detail are second to none. She quickly earned our complete trust and we're extremely fortunate to have Cindy as a partner.
Mike L.
May 4, 2026
Cindy is extremely knowledgeable and knows our personal portfolio thoroughly
She is easy to work with and has our complete confidence. We feel fortunate to have her as our advisor.
Sue D.
May 1, 2026
Cindy and team have been a DELIGHT to work with these past several years! She has taken a holistic approach by looking constantly at our overall family situation and incorporating that into our financial planning effectively.
We've appreciated the quarterly reviews and the thoroughness of her preparation for these discussions. Cindy is always ready to address any of our questions and to provide her professional guidance, as we review our existing plans and look to the future for any possible changes and how they could affect these plans.
We are looking forward to continuing our relationship with Cindy and HB Wealth for many years to come!
Larry B.
May 1, 2026
Cindy truly understands our needs and goals and has worked to put together strategies to meet our objectives
She is also very well in informed on current investment trends and the broader macro environment
Bob A.
Apr 30, 2026
I have worked with Cindy for a long while and I trust and respect her approach to my portfolio. She provides updates as well as direction on managing my account. She has made me more accountable for my money.
Debbie O.
Apr 30, 2026
Cindy takes time to understand our concerns and gives clear and actionable advice. Highly recommended.
Jim T.
Apr 29, 2026
Cindy was super helpful with our effort to buy a house. We didn't anticipate finding or buying a house at the current time, but we found a great opportunity and decided to put an offer in. From that point forward Cindy worked with us as a real partner, figuring out how to move money, working with the attorneys to transfer funds, etc. And all this was done on a very tight schedule with zero problems. The whole HB team was great, and we are very appreciative of them all, especially Cindy!
David G.
Apr 29, 2026
She is excellent, very knowledgeable about markets as well as about our portfolio. She is easy to work with and generous with her time. We are grateful to have her as our advisor.
Edward D.
Apr 29, 2026
We are privileged to have Cindy Wilson as our advisor. She is professional, thorough, available, and fun to be around. She knows the intricacies of investing for long term results and preserving capital. She is an asset to HB Wealth, to our family.
Tom H.
Apr 29, 2026
Our many years working with Cindy have been a delight for me. I feel confident that she's there for me should I need to call on her. She keeps us up-to-date and on course for our goals. I rest easier with Cindy in my life.
Maggie M.
Apr 29, 2026
Cindy is incredible to work with. She gives us great confidence that our family wealth is in very capable hands. We always look forward to meeting with her and Michael!
Jim S.
Apr 29, 2026
Apr 29, 2026
Cindy has been a great fit for us. She is so knowledgeable, professional, and practical. If she doesn't know the answer to a question she commits to getting one for us. I feel that she has our best interests in mind and listens to our concerns
Anonymous
Aug 17, 2025
John is the ultimate professional. Extremely knowledgeable. He delivers results.
Anonymous
Aug 6, 2025
Kevin has been an incredible financial advisor for me over the years. I trust and value his recommendations on my portfolio. He has balanced my risks and results over the years we've been working together.
Ann D.
Aug 3, 2025
I’ve worked with Sean for more than 20 years. That alone should say a lot. It goes without saying that he’s been a very capable and successful steward of my financial well-being, both now and into the foreseeable future. More than that, he’s been a trusted confidant who has helped me navigate through a number of difficult personal life situations. He will have my eternal gratitude and respect.
Simon O.
Jul 28, 2025
Kevin and the team have been great partners in advising us on our financial and retirement plans. They take the time to listen to our needs and care that we achieve our objectives. We appreciate that Kevin brings tools to help us expand our thinking so we have a complete plan mitigating risk. We enjoy working with them.
Ann A.
Jul 26, 2025
Kevin has served our family with excellence for 25 years. His financial advisory services are outstanding and the results speak for themselves. In addition he provides our entire family with seamless assistance in areas such as tax, retirement and estate planning. He has a team around him that provides timely, outstanding service as well.
John L.
Jul 26, 2025
Kevin has been our trusted advisor for over 20 years. He is highly responsive and has provided not only excellent investment stewardship and counsel, but also guided us in making solid choices related to giving and family legacy management. We have confidently recommended Kevin to numerous friends and family members.
Reinhard Z.
Jul 26, 2025
We have valued working with Kevin and his team for the last 20+ years. We can't imagine working with anyone else.
Bill B.
Jul 25, 2025
John and his team are amazing! We are so pleased with how they have been handling our accounts.
Andy F.
Jul 25, 2025
He is the real deal. After years of having 'salespeople' say they are managing our portfolio, he really is doing it. The market, estate, and tax planning are second to none. And best support staff ever. Seriously. No smoke.
Janet J.
Jul 24, 2025
John is a friend who has faithfully followed my instructions and has delivered an overall positive result with my investments.
Robert B.
Jul 24, 2025
Jul 24, 2025
Simply the best. A trusted partner beyond the numbers.
I’ve known John since our audit days at PwC, and it’s been fun watching him evolve into using his strengths to help others achieve their financial goals. His integrity, insight, and client-first mindset have remained constant. He brings a rare combination of deep investment expertise, sound judgment, and a values-based approach that honors our family’s unique goals and risk profile.
From the beginning, he took time to truly understand our “why”—asking thoughtful questions that went far beyond spreadsheets and returns. He helped us craft a financial plan aligned not only with our objectives, but with our lifestyle, family values, and long-term legacy goals.
He has also played a pivotal role in helping our young adult children transition from college to independence—providing guidance, practical tools, and meaningful conversations around budgeting, cash flow, and intentional life decisions. He’s not just a financial advisor—he’s a trusted guide who genuinely cares. We’re incredibly grateful.
Joelle F.
Jul 24, 2025
We have worked with John for over 15 years, and he has been amazing throughout. We were able to achieve our early retirement goals only because of John's guidance.
We feel heard and our plan is tailored to our situation. John is always responsive, timely, friendly, straight forward, patient, adaptable.
We trust John. There are few people we can say that about, particularly regarding such a critical topic.
A.M.
Jul 24, 2025
I appreciate Sean's extensive knowledge and ability to explain financial and investing concepts to me in an understandable manner. Very pleased with the client service level of his team as well.
Mark W.
Jul 23, 2025
Kevin has done a great job guiding us into retirement. He continues to do that. I learn something every time we meet. He asks good questions and introduces new ideas to consider.
We are very pleased with Kevin and his team.
Anonymous
Jul 23, 2025
Sean has been absolutely great to work with and I feel lucky to have him on my side.
Morgan M.
Jul 23, 2025
Kevin is knowledgeable, detail-oriented, and very personable. We've enjoyed working with him and appreciated his sound advice and wisdom.
Heather C.
Jul 23, 2025
Kevin has done an excellent job through good markets and terrible markets in growing and protecting our assets.
He and his colleagues are always responsive to our, sometimes quirky questions, and in a friendly manner.
We are very happy with his work.
Terry W.
Jul 23, 2025
We are ever so grateful to John for his professional management of our finances . John understands our risk tolerance and wisely applies his knowledge to keeping us secure and comfortable. We would be happy to recommend the services of John to anyone looking for a financial consultant.
Bernie F.
Jul 23, 2025
Kevin and his team are great in every way. Great investment manager, tax consultant and in challenging us in our charitable giving.
Ron J.
Jul 23, 2025
Sean has done extremely well for us. While wealth management is no doubt important to every client of Homrich Berg, our unique circumstance(s) made our need for excellent investment strategies of upmost importance. We are incredibly grateful to Sean and his team for their skill and attention.
Roy and Sarah
Jul 23, 2025
Extraordinary. His insights, responsiveness, team, and results are unparalleled.
We will refer as many people as they can absorb!
Lori L.
Jul 23, 2025
Kevin has guided our financial plan for many years, and he is a very competent and kind CFP advisor. It has been an honor to recommend him and his team to friends so they may experience “peace of mind” and financial contentment as we do. Our face to face meetings and phone conversations are extremely beneficial and thorough.
We are grateful for him as he continues to prepare and guide our financial journey to 100 years of age!
Elaine F.
Jul 23, 2025
Kevin is very knowledgeable and readily available to answer any questions. We appreciate his expertise and willingness to advise and find solutions.
Tara S.
Jul 23, 2025
Jul 23, 2025
John is our Trusted Advisor which he earned.
He has guided us through a financial crisis and many challenges while establishing a plan to achieve our short term and long term goals.
He is also a friend!
Craig R.
Jul 22, 2025
I’ve been with Sean for 18 years. I find him to be fully understanding of my financial needs, responsive and innovative when necessary. I strongly recommend Sean and his team.
Gregory K.
Jul 22, 2025
Kevin’s expertise and genuine care has allowed us to face our financial future with confidence and peace of mind.
Jason B.
Jul 22, 2025
I couldn’t ask for more than Sean and his team provide. As an advisor he is an excellent teacher who is always available and is not satisfied unless he’s certain that I understand pros and cons of my decisions. I believe that he cares as much about me as he would about his own family. His insights and advice are often well beyond my expectations, and I’m extremely happy with performance of my portfolio. Although performance might not always equate with quality, I see a clear correlation with Sean.
Lee and Kerry are also worthy of praise. Communication and operational support are flawless.
I’ve been with Sean for years, have recommended him to friends and family, and couldn’t be more satisfied.
Howard R.
Jul 22, 2025
Kevin first became our advisor 30 years ago. We trust his judgement, value his opinion and trust him completely handling our finances. He and his team are very professional, quick to respond, and always follow through.
Greta b.
Jul 22, 2025
Sean is ultimately professional and wonderful to work with. His entire team is incredibly supportive and has take great care of the whole family. I can’t imagine trusting anyone else with our portfolio
Katie B.
Jul 22, 2025
Kevin is amazing. Always very attentive and knows exactly what is going on with us and our financial situation. I always feel very confident with the advice he gives us and never worry that we are headed down the wrong path.
J.D.
Jul 22, 2025
My wife and I are deeply gratefully to John and his associates for the continued care and management of our money. We ha to depend totally on John’s watchful wisdom to direct the best course of action for our finances. We, without any reservation, would recommend John to absolutely anyone.
Bernie F.
Jul 22, 2025
Kevin is an exceptional financial advisor—strategic and highly attuned to the nuances of complex portfolios and individual risk appetite. His guidance is thoughtful and tailored, with a clear understanding of both immediate needs and long-term goals. Working with him has brought clarity, confidence, and measurable value to our financial planning.
Leigh H.
Jul 22, 2025
Kevin is a good listener & explains financial situations well. We have recommended him several times.
Diane A.